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Excel Course for Financial Analyst

Excel Course for Financial Analyst
flexible workload of 4 to 360h
valid certificate in your country

What will I learn?

Gain expertise in Excel for financial analysis by building precise price and return datasets, constructing portfolios, and computing essential metrics like annualised returns, volatility, Sharpe ratio, correlation, and beta. Develop professional summary reports, what-if analysis sheets, utilise named ranges and structured references, and deliver succinct data-backed recommendations with verifiable formulas.

Elevify advantages

Develop skills

  • Construct accurate price and return datasets in Excel for practical portfolios.
  • Calculate portfolio returns, volatility, beta, and Sharpe ratio using reliable formulas.
  • Evaluate risks through correlation matrices, factor betas, and intuitive Excel charts.
  • Perform what-if analysis in Excel to assess new stocks and ideal portfolio allocations.
  • Design executive summary sheets and compelling buy/sell recommendations in Excel.

Suggested summary

Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

Your classes are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... I appreciate everything you do, I've already recommended you to others...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the supplementary videos really help with learning.
Giulio Carlo
Giulio CarloPrompt Engineering Student

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